Start-Up Costs and Fees |
||
| Happy Tax | Listo Tax Solutions | |
| Investment | 30400 - 66500 | 55200 - 92200 |
| Franchise Fee | ||
| Royalty Fee | 10%-20% | 11.50% |
| Advertising Fee | 2% | |
| Year Founded | 2014 | 1996 |
| Year Franchised | 2015 | 2009 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Happy Tax | Listo Tax Solutions | |
| Experience | ||
Financing Options |
||
| Happy Tax | Listo Tax Solutions | |
| Franchise Fees | Yes | |
| Start-up Costs | Yes | |
| Equipment | Yes | |
| Inventory | Yes | |
| Receivables | Yes | |
| Payroll | Yes | |
Training & Support |
||
| Happy Tax | Listo Tax Solutions | |
| Training | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar | Available at headquarters: 5 days. |
| Support | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Marketing | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app | |
| Operations | *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators). | |
Expansion Plans |
||
| Happy Tax | Listo Tax Solutions | |
| US Expansion | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming | |
| Canada Expansion | ||
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Happy Tax | |
| Listo Tax Solutions | |
| Franchise Fee | |
| Happy Tax | |
| Listo Tax Solutions | |
| Royalty Fee | |
| Happy Tax | 10%-20% |
| Listo Tax Solutions | 11.50% |
| Advertising Fee | |
| Happy Tax | 2% |
| Listo Tax Solutions | |
| Year Founded | |
| Happy Tax | 2014 |
| Listo Tax Solutions | 1996 |
| Year Franchised | |
| Happy Tax | 2015 |
| Listo Tax Solutions | 2009 |
| Term Of Agreement | |
| Happy Tax | |
| Listo Tax Solutions | 10 years |
| Renewal Fee | |
| Happy Tax | |
| Listo Tax Solutions | |
Business Experience Requirements |
|
| Experience | |
| Happy Tax | |
| Listo Tax Solutions | |
Financing Options |
|
| Franchise Fees | |
| Happy Tax | Yes |
| Listo Tax Solutions | Yes |
| Start-up Costs | |
| Happy Tax | |
| Listo Tax Solutions | |
| Equipment | |
| Happy Tax} | |
| Listo Tax Solutions | |
| Inventory | |
| Happy Tax | |
| Listo Tax Solutions | |
| Receivables | |
| Happy Tax | |
| Listo Tax Solutions | |
| Payroll | |
| Happy Tax | |
| Listo Tax Solutions | |
Training & Support |
|
| Training | |
| Happy Tax | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar |
| Listo Tax Solutions | Available at headquarters: 5 days. |
| Support | |
| Happy Tax | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform |
| Listo Tax Solutions | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Marketing | |
| Happy Tax | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app |
| Listo Tax Solutions | |
| Operations | |
| Happy Tax | |
| Listo Tax Solutions | *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators). |
Expansion Plans |
|
| US Expansion | |
| Happy Tax | |
| Listo Tax Solutions | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming |
| Canada Expansion | |
| Happy Tax | |
| Listo Tax Solutions | |
| International Expansion | |
| Happy Tax | |
| Listo Tax Solutions | |